Blogs

Jul 10, 2023

2Q 2023 Recap & 3Q 2023 Outlook

Jun 30, 2023

Dana Mascalo named as AdvisorHub’s “Top 100 Advisors to Watch” for 2023.

Jun 14, 2023

TrinityPoint Wealth awarded Best of Milford Region 2023

It is with great pleasure that we announce TrinityPoint Wealth has won “Best Financial Planner” in Milford for 2023. At TrinityPoint...

Jun 2, 2023

Stocks Diverge, Yields Rise, & Artificial Intelligence Theme Gains Traction

May 22, 2023

Jim Betzig, Named As One Of Barron’s Top 1,200 Advisors

FOR IMMEDIATE RELEASE Barron’s 2023 Top Advisor Rankings by State have been released and TrinityPoint Wealth is pleased to...

Apr 17, 2023

5 Reasons to Rethink Financial Wellness

5 Reasons to Rethink Financial Wellness Employees are worried about their finances. They worry about them in the evenings, on weekends and

Apr 4, 2023

Financial Markets Start 2023 Strong

1Q 2023 Recap & 2Q 2023 Outlook First quarter economic data showed the U.S. economy entered 2023 with considerable momentum, even in...

Mar 13, 2023

Silicon Valley Bank Update From TrinityPoint Wealth

Monday, March 13, 2023 On Friday, it was announced that Silicon Valley Bank, one of the tech industry's largest banks, was closed by...

Jan 13, 2023

JR Romano elevated to partner at TrinityPoint Wealth

FOR IMMEDIATE RELEASE Milford, CT January 13, 2023 TrinityPoint Wealth is pleased to announce that effective January 1, 2023, JR Romano...

Dec 21, 2022

Dana Mascalo, Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fifth Year in A Row!

Congratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...

Aug 18, 2022

TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022

Milford CT-It is with great pleasure that we announce TrinityPoint Wealth has won Best Financial Advisor in Milford for 2022. As a firm...

Jul 5, 2022

Looking Back at a Rocky First Half of 2022

2Q 2022 Recap & 3Q 2022 Outlook Financial markets remained unsettled and volatile during the second quarter. The stock market’s trend...

May 23, 2022

Medicare Scams: What You Need to Know

Medicare Scams can be dangerous to senior citizens if they do not know how to identify a scam call.

Apr 21, 2022

How to Calculate the ROI a College Gives Graduates

There are now sources that will show you the ROI of thousands of colleges and universities across the United States.

Apr 19, 2022

News and Information for Employers: The biggest trending benefit this year

What do employees want - is it comprehensive benefits, flexible schedules or increased compensation? Responses range from guaranteed income

Apr 8, 2022

Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor

Apr 5, 2022

Recapping the Bumpy 1Q 2022 Ride

This quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.

Feb 18, 2022

February is Financial Aid Awareness Month. Did you know these 5 facts about Financial Aid?

With February being Financial Aid Awareness Month, take a look at this description of financial aid opportunities for students entering coll

Jan 12, 2022

Lift Retirement: How to Prepare for a 401(K) Audit

From this perspective, you might think there is no chance that you’re walking out of an audit unscathed. However, the outlook is a little...

Jan 6, 2022

News for Retirees in 2022: Social Security Benefit Increases & Other Adjustments

As people approach their golden years and prepare to transition out from full-time work, personal and financial considerations begin to...

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